Books
Bach, David. The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich. New York: Broadway Books, 2004.
Clason, George S. The Richest Man in Babylon. Reprint Edition by Dauphin Publications, 2015.
Gawande, Atul. Being Mortal: Medicine and What Matters in the End. New York: Metropolitan Books, 2014.
Gibran, Kahlil. The Prophet. New York: Knopf, 1994.
Graham, Benjamin. The Intelligent Investor: A Book of Practical Counsel, rev. ed. New York: Harper, 2006.
Malkiel, Burton G. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing. New York: Norton, 2012.
Murray, Nick. Behavioral Investment Counseling. New York: Nick Murray Company, 2008.
Murray, Nick. Simple Wealth, Inevitable Wealth, 5th ed. New York: Nick Murray Company, 2013.
Schwed, Fred. Where Are the Customers’ Yachts? Or a Good Hard Look at Wall Street. New York: Wiley, 2006.
Siegel, Jeremy. Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies, 5th ed. New York: McGraw-Hill Education, 2014.
Tobias, Andrew. The Only Investment Guide You’ll Ever Need. New York: Mariner Books, 2010.
Online Material and Websites
Brown, Josh. “Should You Be 100% Long Stocks?” Accessed September 1, 2017. http://thereformedbroker.com/2016/02/13/should-you-be-100-long-stocks.
Hultstrom, David. “Ruminations on Being a Financial Professional.” Accessed September 1, 2017. http://www.financialarchitectsllc.com/Resources. (The rest of the Financial Architects LLC website has a collection of Hultstrom’s own reading, aggregations of others’ best research, and homegrown data analysis on investment management. There are multiple college course’s worth of original material and thoughtful analysis here.)
Jeremy Siegel website: http://www.jeremysiegel.com/index.cfm/fuseaction/Resources.ListResources/type/chart.cfm. (Data on stock, bond, and gold returns.)